（编辑 姚尧） 证券日报网讯 2月4日，紫光国微在互动平台回答投资者提问时表示，公司eSIM产品在手机、穿戴设 备、Pad等多品类终端已经实现大规模出货。截至2025年，海外手机eSIM出货量已突破千万级。在国 内，公司eSIM产品已率先完成中国三大运营商全面准入，随着国内政策逐步明朗，相信对公司会有较 大的贡献。 ...

Core Viewpoint - The company has achieved large-scale shipments of its eSIM products across various terminal categories, including smartphones, wearable devices, and tablets, with significant growth expected in overseas markets by 2025 [1] Group 1: Product Performance - The company's eSIM products have been successfully deployed in multiple terminal categories, indicating strong market acceptance and demand [1] - By 2025, the overseas shipment volume of mobile eSIMs is projected to exceed 10 million units, highlighting the company's growth potential in international markets [1] Group 2: Regulatory Environment - The company has completed full access approval for its eSIM products from the three major telecom operators in China, positioning itself favorably in the domestic market [1] - As domestic policies become clearer, the company anticipates a significant contribution to its growth from the local market [1]

Group 1: Digital Currency Strategy - The company is aligning with the national digital currency strategy, focusing on core technology autonomy and control, and aims to implement digital RMB hard wallets and terminal products in high-frequency application scenarios such as enterprise parks and consumer services [2] - Future plans include enhancing security chip and smart contract technology development, deepening cooperation with banks, and promoting innovative business implementations [2] Group 2: eSIM Product Development - The company has established comprehensive eSIM service capabilities, successfully applying eSIM products in various fields including connected vehicles, industrial IoT, and consumer electronics [2] - Future strategies involve accelerating the integration and application of eSIM and eSE embedded security products in vertical industries, aiming for significant breakthroughs in innovative business scale and benefits [2] Group 3: Quantum Security Initiatives - The company is actively entering the quantum security field, focusing on post-quantum cryptography migration technology research and development to build new cryptographic algorithms resistant to future quantum computer attacks [3] - Continuous monitoring of domestic and international quantum technology developments and collaboration with industry stakeholders is planned to strengthen future technological competitiveness [3] Group 4: Core Competitiveness in SIM Card Market - In response to the saturated traditional SIM card market, the company has implemented a strategy to optimize existing business while transitioning to digital identity security [3] - The company is focusing on high-value products in the smart card sector and expanding into emerging global markets to ensure stable operations and value enhancement [3] - Revenue from digital identity security business is steadily increasing, becoming a new growth driver for the company [3]

Core Viewpoint - The company, Huida Technology, has confirmed its security solutions, including eSE security chips and NFC control chips, have achieved large-scale commercial use and received authoritative certifications both domestically and internationally [2] Group 1: Security Solutions - The company's security solutions consist of eSE security chips and NFC control chips, which have been certified by recognized authorities [2] - These security products have already been implemented in large-scale commercial applications [2] Group 2: eSIM Technology - The company has a strong technical foundation in security products and has expanded its offerings to include eSIM products [2] - Multiple global operators are supporting and promoting the commercial progress of eSIM technology, indicating a growing market [2] - The company will continue to monitor trends and market demands related to eSIM technology to enhance its technical reserves and product layout [2]

Core Viewpoint - The company has achieved large-scale shipments of its eSIM products across various terminal categories, including smartphones, wearable devices, and tablets, with significant growth expected in the overseas market by 2025 [1] Group 1: Product Performance - The company's eSIM products have successfully completed full access approval from China's three major telecom operators [1] - By 2025, the overseas shipment volume of mobile eSIMs is projected to exceed 10 million units [1] Group 2: Market Outlook - The gradual clarification of domestic policies is anticipated to contribute significantly to the company's growth [1]

Core Viewpoint - Unigroup Guowei (002049) has achieved large-scale shipments of its eSIM products across various terminal categories, including mobile phones, wearable devices, and tablets, with significant growth expected in overseas markets by 2025 [1] Group 1 - The company’s eSIM products have successfully completed full access approval from China's three major telecom operators [1] - By 2025, the overseas shipment volume of mobile phone eSIMs is projected to exceed 10 million units [1] - The gradual clarification of domestic policies is anticipated to contribute significantly to the company's growth [1]

Core Insights - Unigroup Guowei announced on November 3 that its eSIM products are already widely adopted abroad, supporting over 400 operators globally, and the company has been actively selling overseas [2] - The three major domestic telecom operators have received approval for mobile commercial trials, indicating a potential substantial market growth in the future [2] - As the first domestic chip supplier to achieve global commercial use of eSIM, the company is poised to benefit from this industry development opportunity, although the implementation of related policies will take time [2]

Robotics - Xingchen Technology plans to start mass production of radar chips for automotive and robotic applications next year [1] - Lingyi Zhi Zao has generated revenue from its humanoid robot business [1] Aerospace - Superjet Co. has a sufficient backlog of orders in its commercial aerospace business, with high capacity utilization [1] - Aerospace Intelligence has successfully applied ultra-high temperature and ultra-high pressure perforation technology in 10,000-meter deep well operations, setting a record for the deepest perforation globally [1] AI Glasses - Jizhi Technology has initiated R&D collaboration with a leading AI glasses company [1] eSIM - Unisoc has successfully introduced eSIM products to several major smartphone manufacturers and has begun bulk shipments [1] Lithium Batteries - Dofluorid has projected lithium battery shipments of approximately 10 GWh for this year, with a target of 30 GWh by 2026 [1] Satellite Communication - Xinwei Communication is involved in the supply of components for commercial satellite communication equipment for domestic and international satellite internet companies [1] Other - Beiken Energy has the capability to complete 400,000 meters of drilling annually, engaging in integrated exploration and development of conventional oil, gas, and shale gas resources [1] Gaming - Light Media is developing its first 3A game, expected to be released in about three years [2] Manufacturing - Yanjing Co.'s U.S. subsidiary is expected to begin commercial production of its hot air production line next year [2] - Sunking Power maintains confidence in achieving its annual shipping target of 40-50 GWh set at the beginning of the year [2] - Sifangda has developed the capability for mass production of large-sized diamond substrates and films [2]

Core Viewpoint - Unigroup Guowei has successfully introduced its eSIM products to several leading smartphone manufacturers and has achieved bulk shipments [1] Group 1: Product Development and Market Recognition - The company's existing SoPC products have gained recognition from core customers, with some products already in bulk supply and others in the customer introduction phase [1] - The company is actively promoting the research and application of new SoPC products based on market and customer demands [1]

Core Insights - The company, Ziguang Guowei, has successfully integrated its eSIM products with several leading smartphone manufacturers and has achieved bulk shipments [1] Company Summary - Ziguang Guowei's eSIM products are now in use by multiple top-tier mobile phone brands, indicating strong market acceptance and demand [1]